Financial Planning and Operational Analysis, Director

Responsibilities

• Assist CFO in managing the strategic planning, budgeting, and forecasting processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Model operational KPIs, including SaaS unit economic, efficiency metrics of sales, marketing, and customer services.
• Deep understanding of SaaS financial and operational KPIs, a strong ability to analyze data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
• Self-starter and with a hands-on and growth attitude

Requirements

• Bachelor's degree in finance, Accounting, or a related field. MBA is required.
• Overall 12+ years of experience
• Specific 5+ years of experience in financial planning and analysis in the enterprise software industry.
• Experience in AI tools.
• Expert financial modeling and analytical skills
• In-depth knowledge of financial statement analysis, management reporting, and operation analysis.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to build and lead high-performing teams.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.
• Proficient with NetSuite, Salesforce or CRM. Track record of learning a new CRM quickly
• Banking or investment experience is preferred.
• ABOUT LEGION
• Our award-winning AI-native workforce management platform is intelligent, automated, and employee-centric and has proven to deliver 13x ROI. We help labor-intensive organizations maximize labor efficiency and employee engagement simultaneously.
• If you're ready to make an impact and grow your career, Legion is where you belong. Join us in making hourly work rewarding and fulfilling.
• BACKGROUND AND OPPORTUNITY
• The top reasons hourly employees leave their jobs are a lack of schedule empowerment, poor communication with employers, and an inability to get paid early. Gen Z and the millennial workforce demand gig-like flexibility, modern technology, and compelling work options.
• Legion WFM was built for the cloud with AI at the core and designed to handle the complexity of modern businesses and meet the needs of today's hourly employees.
• Our team is comprised of dedicated individuals from all backgrounds and experiences, globally distributed across all time zones.
• For more information, visit https://legion.co
• COMPENSATION & BENEFITS
• At Legion, we offer competitive compensation and benefits packages to all employees. As a fully remote employer, pay for positions is determined us

Benefits

Additional Information

Financial Planning and Analysis, Director Hybrid, Bangalore, India We are seeking an experienced and highly motivated FP&A Director to lead our financial planning and analysis practice. The FP&A Director will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements.

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